development
Importing Created and Modified Values in CRM
December 29, 2015

When importing data into Dynamics CRM using SSIS, you also need to import your Created on/by and Modified on/by data. Previously, you could only import CreateOn fields by mapping the

tips-and-tricks
Goodbye Isn’t Forever: How to Show Deleted Dashboards After Importing
December 9, 2015

If you try to import an out-of-the-box dashboard into an environment where it has been deleted, the import process will show that is was successful, however, the dashboard will not

crm-for-marketing
Three Approaches to Migrating Communication Preferences for Subscribers/opt-outs in CRM
June 5, 2015

Are you planning to migrate from an old-fashioned marketing platform to CRM? Are you facing the difficulty of updating communication preferences for existing contacts in CRM? Do you need to

tips-and-tricks
Creating Monthly Goals in Bulk via Importing
February 27, 2015

Have you ever run across a solution that requires goals to be created every month within Dynamics CRM? If you have, then you know that recreating these goals on the

development
Manually Editing the Scribe QETXT.ini File for Microsoft Dynamics CRM
January 14, 2014

When migrating large text files with many columns in Microsoft Dynamics CRM using Scribe Insight, sometimes it’s more efficient to manually edit the QETXT.ini file. A good example of this

customizing
Importing and Updating Records in Microsoft Dynamics CRM
August 1, 2013

When it comes to importing and updating records in Microsoft Dynamics CRM, there are two distinct functions: importing records using the import wizard and updating existing records by exporting to

crm-101
Dynamics CRM Data Import – How to Use a Unique Field to Create a Relationship with Another Entity
April 24, 2013

The out-of-the-box Dynamics CRM data import feature provides some great functionality, such the ability to create records, update existing records, and create attributes for an entity on the fly. For